RIA Intel›Advisers›Washington›MOMENTOUS WEALTH MANAGEMENT, INC.

MOMENTOUS WEALTH MANAGEMENT, INC.

Advisory

N·VANCOUVER, WA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM

$410M

1-Year AUM Growth

+19.8%

3-Year CAGR

+14.7%

Employees

7

Assets Under Management

Total AUM$410M

Discretionary AUM$399M

Non-Discretionary AUM$11M

Discretionary %97.4%

Total Clients455

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingJun 2, 2017

Latest FilingJul 8, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MOMENTOUS WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.